Drew's interest in finance started at an early age, creating Yahoo! Finance portfolios and competing against his dad to see whose investments would perform best. His parents also instilled in him the importance of saving, budgeting, and making thoughtful financial decisions. Those experiences sparked an interest in helping others build a strong financial foundation and ultimately led him to a career in wealth management.
Drew joined Praetorian Guard in 2020 and has grown alongside the firm while helping clients navigate important financial decisions. As a CFP® Professional, Drew believes financial planning should be objective, practical, and tailored to each client's unique circumstances. Today, he works with clients across a wide range of planning needs, with a particular focus on helping young professionals establish strong financial habits, maximize opportunities, and make informed decisions early in their careers.
Drew earned a Master of Science in Management and Finance from Durham University Business School in England, graduating with Distinction, the highest academic honor in the UK. Prior to his career in wealth management, he competed as a collegiate golfer and earned multiple Academic All-American and Scholar Athlete honors.
Drew lives in Monterey, California, with his fiancée, Kristen. Outside of work, he enjoys golf, spending time at the beach with their golden retriever, Franklin, and taking advantage of everything the Central Coast has to offer.
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